See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WILSON LEWIS, LLC1 year Service code 14 · EIN 58-2466648 6650 SUGARLOAF PKWY 900 · DULUTH, GA 30097 | Plan Administrator | $42,980 |
ADAMS CAPITAL, LLC1 year Service code 34 · EIN 81-1724151 600 GALLERY PKWY 1850 · ATLANTA, GA 30339 | Valuation (appraisals, etc.) | $40,000 |
TMI CPA, P.C.1 year Filed as: TMI, CPA Service code 10 · EIN 47-2426908 150 MOTOR PKWY, STE. 401 · HAUPPAUGE, NY 11788 | Accounting | $8,500 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN SANDERS, LLP Service code 29 · EIN 58-0946915 P.O. BOX 933652 · ATLANTA, GA 31193 | Legal | $5,945 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,532 | $43,504+397.7% | $68,793+214.8% | $56,287+284.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | 26.68% | -3.15%+29.8pp | -4.63%+31.3pp | -9.96%+36.6pp |
| Employer contribution / active EE | $16,239 | $1,525+964.7% | $2,625+518.6% | $2,111+669.3% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $394 | $515-23.5% | $5,131-92.3% | $521-24.4% |